Tandem Wealth Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,016
| Closed | -$189K | – | 60 |
|
|
2023
Q4 | $189K | Hold |
1,016
| – | – | 0.11% | 51 |
|
|
2023
Q3 | $203K | Buy |
1,016
+33
| +3% | +$6.6K | 0.12% | 50 |
|
|
2023
Q2 | $245K | Buy |
983
+5
| +0.5% | +$1.25K | 0.15% | 44 |
|
|
2023
Q1 | $249K | Sell |
978
-3
| -0.3% | -$763 | 0.15% | 37 |
|
|
2022
Q4 | $227K | Buy |
+981
| New | +$227K | 0.14% | 43 |
|